Sales Orders: Standard Configuration of Status and Actions

To manage business processes, MKG uses the status-and-action model. After performing an action, the status of a process changes. This article provides an overview of the available statuses and actions in the sales order process.

 

 

 


Statuses and Actions Sales Orders

The table below shows the standard configuration of statuses and actions in the sales order process. The source status is the status in which the process currently resides. The target status is the status the process transitions to after performing the action. Except for the final status, a target status must also be included as a source status.

 

Source Status Action Target Status
Created Change all Created
        " Change general Created
        " Change prices Created
        " Change quantities Created
        " Change dates Created
        " Deliver goods Delivery note
        " Change units Created
        " Delete Deleted
        " Confirm Reconfirm
        " Cancel Cancelled
Imported Change all Imported
        " Validate Created
Reconfirm Change all Reconfirm
        " Change general Reconfirm
        " Change prices Reconfirm
        " Change quantities Reconfirm
        " Change dates Reconfirm
        " Deliver goods Delivery note
        " Delete Deleted
        " Reconfirm Reconfirm
        " Cancel Cancelled
Delivery note Change all Delivery note
        " Approve for invoicing Approved for invoicing
Approved for invoicing Change all Approved for invoicing
        " Invoice Invoiced
Invoiced Change all Invoiced
Cancelled Change all Cancelled
        " Delete Deleted
Deleted Change general Deleted

Example

In the image below, you can see that the status Created changes to the status Delivery note by the action Deliver goods. For actions, it is possible to choose whether the user must fill in a memo field when performing the action. For the User memo, the following options are available: None, Optional, or Mandatory.



Attention! Making changes to the standard configuration of the status-and-action model can have far-reaching consequences within MKG. Therefore, we advise doing this in consultation with the application manager, the MKG consultant, or via the MKG Helpdesk.